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Merge Accounts and Name Tracking

Question
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Hello,
How does a person add some additional attributes to the 'Merge Records' form. Do you know what entity the attributes are stored in for the 'Merge Records' form? Or how does CRM handle merging records? I can not find the form in the 'Customizations' section of the CRM 2011.
In addition, I am interested in tracking how an account name changes. Does CRM have that functionality and how do I use it? Again, we would like to just add a date field to track when the name changed.
Sincerely,
Scott
Tuesday, December 11, 2012 8:46 PM
Answers
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There really isn't a good, automated way to track something like this. Reason being I think is because the built in merge functionality's main purpose appears to be around handling duplicate records. You could probably hook into the merge event with some custom coding using the SDK and update some properties on the records but you would need a developer for something like that.
A suggestion on keeping track of Acquistion or Merger might be create a "Connection" for each of these types and then connect the new merged record with the now inactive record with the proper type.
To track the name changes - you would need to enable auditing on your system and then enable it in the Account entity. On a field by field basis you can turn auditing on or off. You would then be able to see before and after values under the Auditing link in the left navigation on the record.
Jason Lattimer
My Blog - Follow me on Twitter - LinkedIn- Marked as answer by Rob BoyersEditor Friday, January 4, 2013 10:08 PM
Tuesday, December 11, 2012 9:26 PMModerator -
Yes once you turn it on in both places you will also need to double check the Account Name field (in the field properties of the Account entity) is also turned on (should be by default I think). Now any data change to a field with auditing enabled will be found under the Audit History section of the record (left navigation) and it will show the previous the current values for each changed field along with the user responsible and date.
Jason Lattimer
My Blog - Follow me on Twitter - LinkedIn- Marked as answer by Rob BoyersEditor Friday, January 4, 2013 10:08 PM
Wednesday, December 12, 2012 9:22 PMModerator
All replies
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The merge records form can't be changed like a normal entity form. After selecting the primary record and the field values you wish to use, the selected values are copied from the secondary record to the primary and any subordinate records of the secondary record are moved to the primary. The secondary record is then deactivated in case it needs to be referenced later.
As far as tracking when a fields changes - you should looking into the native Auditing functionality.
Microsoft Dynamics CRM 2011 – Auditing
Jason Lattimer
My Blog - Follow me on Twitter - LinkedIn- Proposed as answer by JLattimerMVP, Moderator Tuesday, December 11, 2012 8:52 PM
Tuesday, December 11, 2012 8:52 PMModerator -
Jason,
Thank you for your guidance. I want to track what kind of merge it was (Acquistion or Merger) and the date the merger occured. Do you have any recommendations on how to have these two attributes connected to a merger that occured between 2 accounts?
As far as the Auditing Function, I was interested in having a date the name change occured. How would this work with auditing functionality?
Thank you again for you help.
Scott
Tuesday, December 11, 2012 9:08 PM -
There really isn't a good, automated way to track something like this. Reason being I think is because the built in merge functionality's main purpose appears to be around handling duplicate records. You could probably hook into the merge event with some custom coding using the SDK and update some properties on the records but you would need a developer for something like that.
A suggestion on keeping track of Acquistion or Merger might be create a "Connection" for each of these types and then connect the new merged record with the now inactive record with the proper type.
To track the name changes - you would need to enable auditing on your system and then enable it in the Account entity. On a field by field basis you can turn auditing on or off. You would then be able to see before and after values under the Auditing link in the left navigation on the record.
Jason Lattimer
My Blog - Follow me on Twitter - LinkedIn- Marked as answer by Rob BoyersEditor Friday, January 4, 2013 10:08 PM
Tuesday, December 11, 2012 9:26 PMModerator -
Dear Jason,
Thank you for guidance. So if I want to have auditing feature for Account Name attribute, I need to first turn on the auditing feature for both the system and the Account Entity before I can track the changes for the Account Name attribute. Is that true?
Once I have the auditing feature turned on, how does it work?
Thank you,
Scott
Wednesday, December 12, 2012 8:44 PM -
Yes once you turn it on in both places you will also need to double check the Account Name field (in the field properties of the Account entity) is also turned on (should be by default I think). Now any data change to a field with auditing enabled will be found under the Audit History section of the record (left navigation) and it will show the previous the current values for each changed field along with the user responsible and date.
Jason Lattimer
My Blog - Follow me on Twitter - LinkedIn- Marked as answer by Rob BoyersEditor Friday, January 4, 2013 10:08 PM
Wednesday, December 12, 2012 9:22 PMModerator -
Dear Jason,
Thank you for your response. This gives me a good understanding of where to address this issue.
Scott
Wednesday, December 12, 2012 9:37 PM